Financial Adviser · GREENWICH, NSW

Werner Jansen Van Vuuren

GREENWICH, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 001257043

Currently at

Financial Purpose Wealth

Greenwich, NSW (firm address)

View firm profile

About Werner Jansen Van Vuuren

Werner Jansen Van Vuuren is a financial adviser based in Greenwich, New South Wales, with 22 years of experience in the financial services industry since 2004. Werner is currently authorised under Financial Purpose Holdings, operating through Financial Purpose Wealth. Werner holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Werner's qualifications include a Bachelor of Commerce (Economics) from University of Johannesburg. Werner is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce (Economics)

University of Johannesburg

2013

Diploma of Financial Planning

Kaplan Higher Education

2013

Margin Lending

Kaplan Professional

2020

Self-Managed Superannuation Funds (SMSF)

Kaplan Professional

2021

Accredited Listed Product Adviser Program

Kaplan Professional

2025

FPC001B- Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2025

FPC002B- Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2025

FPC003- Superannuation and Retirement Advice

Kaplan Higher Education

2025

FPC007B- Client Engagement skills

Kaplan Higher Education

Registration History

Financial Purpose Holdings Pty Ltd

Mar 2025 - Present Current

Spark Advisors Australia Pty Ltd

Jul 2023 - Mar 2025 Ceased

5 Wealth Management Pty Ltd

Jun 2022 - Jun 2023 Ceased

Cobalt Advisers Pty Ltd

Sep 2021 - May 2022 Ceased

Count Financial Limited

Jun 2020 - Sep 2021 Ceased

Not authorised to provide personal advice on Aged Care.

Insight Investment Partners Pty Ltd

Feb 2019 - Mar 2020 Ceased

Infocus Securities Australia Pty Ltd

Jan 2018 - Feb 2019 Ceased

Direct Equities excludes direct equities advice and SMSF excludes SMSF

ACN 128 650 037 PTY LIMITED

Aug 2017 - Jan 2018 Ceased

Source: ASIC Financial Advisers Register